Andrew Gillan, Head of Asia ex Japan Equities at Janus Henderson Investors, discusses the reasons behind the recent rally in the region’s equity markets and the potential opportunities for investors over the long term.
- Asian equities have performed strongly so far this year on the back of moderating US rate rise expectations and increased likelihood of a US/China trade tariff deal.
- Macroeconomic conditions are relatively unchanged and growth remains healthy despite some downward revisions.
- Given the strength of the rally, there may be some volatility in the months ahead but the long-term outlook remains positive, with Asian equity valuations attractive relative to developed markets.
Recorded in March 2019.
Past performance is not a guide to future performance. The value of an investment and the income from it can fall as well as rise and you may not get back the amount originally invested.
The information in this article does not qualify as an investment recommendation.
For promotional purposes.
Anything non-factual in nature is an opinion of the author(s), and opinions are meant as an illustration of broader themes, are not an indication of trading intent, and are subject to change at any time due to changes in market or economic conditions. It is not intended to indicate or imply that any illustration/example mentioned is now or was ever held in any portfolio. No forecasts can be guaranteed and there is no guarantee that the information supplied is complete or timely, nor are there any warranties with regard to the results obtained from its us.
Please read the following important information regarding funds related to this article.